Kovitz Investment Group Partners
ISRG icon

Kovitz Investment Group Partners’s Intuitive Surgical ISRG Stock Holding History

Kovitz Investment Group Partners’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$893K Sell
1,936
-1
-0.1% -$506 0.02% 337
2025
Q4 		$1.1M Sell
1,937
-14,451
-88% -$7.69M 0.02% 308
2025
Q3 		$7.33M Buy
16,388
+1,661
+11% +$797K 0.03% 389
2025
Q2 		$8M Buy
14,727
+6,880
+88% +$3.6M 0.03% 354
2025
Q1 		$3.89M Sell
7,847
-211
-3% -$117K 0.02% 445
2024
Q4 		$4.21M Buy
8,058
+607
+8% +$316K 0.02% 432
2024
Q3 		$1.19M Buy
7,451
+5,308
+248% +$2.47M 0.01% 590
2024
Q2 		$954K Buy
2,143
+1,378
+180% +$549K 0.01% 547
2024
Q1 		$305K Buy
+765
New +$289K ﹤0.01% 580

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kovitz Investment Group Partners's ISRG Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Intuitive Surgical (ISRG) stake by 0.05% in Q1 2026, selling an estimated $506 and leaving 1,936 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #337.

Kovitz Investment Group Partners first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kovitz Investment Group Partners held 1,936 shares of Intuitive Surgical worth $893K as of Q1 2026.
  • Kovitz Investment Group Partners sold 1 Intuitive Surgical share in Q1 2026, an estimated $506.
  • Intuitive Surgical made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #337 holding.
  • Kovitz Investment Group Partners first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Intuitive Surgical position peaked at $8M in Q2 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.